Investments Office

Phone: (909) 621-8775
Location: Balch 108

Office Hours

Monday-Friday
8:00am-5:00pm

Description

The Investment Office serves as staff support to the Investment Committee of the Board of Trustees, providing coordination between the Investment Committee, the administration, investment managers, and the external auditors with regard to the investment of the College’s endowment funds. The office participates in the formulation of investment strategy and policies, monitors, reviews, and analyzes the College’s investment program, and provides analytical portfolio and performance measurement to the Board. The office reviews and maintains all control and accounting for these assets and their integration into the College’s reporting and accounting requirements.

Staff Members

The Investment Office serves as staff support to the Investment Committee of the Board of Trustees, providing coordination between the Investment Committee, the administration, investment managers, and the external auditors with regard to the investment of the College’s endowment funds. The office participates in the formulation of investment strategy and policies, monitors, reviews, and analyzes the College’s investment program, and provides analytical portfolio and performance measurement to the Board. The office reviews and maintains all control and accounting for these assets and their integration into the College’s reporting and accounting requirements.

Staff

Diane Holmes
Assistant Vice President/Assistant Treasurer
(909) 607-3736

Bonita Dickson
Administrative Assistant
(909) 607-0839


Office Location